Feature Overview: Contacts and Contact Records
Contact records are a helpful feature within 'Donor Management' that allows you to easily view a contact's information, their donation and transaction history, and any additional details you want to track - including archived communication between them and your organization, or even a photo to help put a face to their name. It also converts and categorizes all that information, so you can easily segment and report on specific groups of donors based on the contact data those records capture.
The resources linked below will guide you on how to add a contact record, flag and resolve potential duplicate records, create and manage groups of contacts within 'Donor Management', and best manage data captured by those records.
Feature Availability
This feature is available for all users with access to the Fundraising Essentials package with 'Staff'- level administrative access or higher within 'Donor Management'.
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